See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,787 | $104,974+8.4% | $95,585+19.0% | $142,382-20.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.55% | 210.33%-193.8pp | 38.56%-22.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,675 | $2,779-39.7% | $2,527-33.7% | $4,299-61.1% |
| Participant deferral / active EE | $15,500 | $4,352+256.2% | $4,023+285.3% | $6,507+138.2% |
| Admin fee / account holder | $38 | $6,386-99.4% | $6,127-99.4% | $12,624-99.7% |